See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,545 | $118,427+125.9% | $66,042+305.1% | $142,382+87.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 11.71% | 35.57%-23.9pp | 52.11%-40.4pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,789 | $2,570-30.4% | $1,579+13.3% | $4,299-58.4% |
| Participant deferral / active EE | $8,769 | $4,311+103.4% | $2,835+209.3% | $6,507+34.8% |
| Admin fee / account holder | $1,781 | $9,593-81.4% | $5,747-69.0% | $12,624-85.9% |